Understanding fees associated with advisors and investment funds can be complicated. But this knowledge is crucial for understanding how much you’re really saving. That’s why Sherman Wealth is committed to helping you better understand these fees, so you know just how much you’re saving.

Understanding fees associated with advisors and investment funds can be complicated. But this knowledge is crucial for understanding how much you’re really saving. That’s why Sherman Wealth is committed to helping you better understand these fees, so you know just how much you’re saving.

Most people come to us and say they have never worked with a Financial Planner before. They don’t understand what a Financial Planner can actually do for them. Sherman Wealth Management takes a holistic view of all your finances. See video below.

An HSA can lower the cost of your medical care, but studies have shown that only 17% of people enrolled in group health plans are using their Health Savings Account. Understand the benefits of an HSA, and how it can offset high medical costs.

People are changing jobs at an alarming rate more than ever before. There are actually more job openings than there are job participants. If you are thinking about switching jobs, or you’ve switched jobs in your career, don’t leave your 401k behind! Contact us to learn more.

As Mariott and Starwood complete their business merger, changes to policy could leave your reward points behind… Don’t get caught off guard. Make sure you understand any contract changes to your rewards card and utilize what you’ve earned.

A lot of our clients are self-employed, or they are working for companies that do not have a 401k that will provide for them. We are often asked, “What is the best way to save for our retirement?” See video below for the answer.